Budgeting Communication Education Math 
CFO News Room
DECEMBER 20, 2022
” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” So, there were one-on-one meetings, and then there were group education meetings. Michael: Oh, interesting.
CFO News Room
NOVEMBER 22, 2022
” It’s constant communication through the year. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” How Matthew Communicated His Transition And Migrated Clients [29:08]. Michael: So, share with me a little more just how you communicated this.
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CFO News Room
DECEMBER 6, 2022
It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. And that really helped build my confidence.
CFO News Room
DECEMBER 1, 2022
” Everyone starts doing the math of what their typical clients pay multiply by 300 clients was like, “This is mind-blowing profitability, effectiveness of the firm. Carl: Well, unless you call Zoom technology, unless you call a content library technology, unless you call the ability to communicate real quickly technology.
CFO News Room
DECEMBER 27, 2022
Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. Let’s have John come in.” This is a “We’ve decided to do layoffs. We need to start preparing to help our teams.”
Barry Ritholtz
JUNE 6, 2023
You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. Everybody hates the word budget. I hate budgets myself. It’s much deeper than math. That’s virtually every money book. RITHOLTZ: Buzzkill.
CFO News Room
DECEMBER 5, 2022
In most cases, this involves asking the prospective client questions about both the technical needs of their situation (to ensure the advisor has an expertise match), along with questions about their communication and style preferences (to ensure the advisor has a relationship match). Or will the greater driver be ‘personality matching’ (e.g.,
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